Wealth and Asset Management Archives - Page 359 of 1540

SS&C aims to exploit changing demographics of wealth

May 21, 2025

For Bill Stone, chief executive officer of SS&C Technologies, artificial intelligence (AI) will be the single most transformative catalyst for the wealth management industry.

Wealth and Asset Management

Hong Kong: The Premier Hub for Wealth Management Expansion in Asia

May 21, 2025

The fast-growing wealth management firm WRISE Group eyes further growth opportunities in Hong Kong and the broader Asian market.

Wealth and Asset Management

NBK Wealth Group relocates to its new London office

May 20, 2025

The new office, situated within NBK’s London building, offers enhanced client meeting spaces and upgraded technological infrastructure.

Wealth and Asset Management

J.P. Morgan Private Bank releases 2025 Mid-Year Global Investment Outlook

May 20, 2025

Investors must contend with deep policy uncertainty, still elevated valuations and concentration in U.S. equity markets, and persistent volatility as they anticipate whether the U.S. administration's more market-friendly proposals will come to fruiti

Wealth and Asset Management

Consumer Duty: Wealth managers must do more to protect vulnerable customers

May 20, 2025

Some wealth firms showed good examples of efforts taken, such as in-house training to improve identification and disclosure, and improving communications through continuous learning.

Wealth and Asset Management

AWAG takes 20% stake in 2 wealth firms

May 20, 2025

After less than a year as a listed entity, the Australian Wealth Advisors Group has completed two more investments into Australian wealth management firms.

Wealth and Asset Management

Singapore’s wealthy want advisers to incorporate AI into offerings: survey

May 20, 2025

There is, however, a ‘measured caution’ especially in terms of data privacy, accuracy and maintaining a human touch

Wealth and Asset Management

Financial services leaders outline four key pillars to unlock UK growth potential

May 20, 2025

A new report from PIMFA, UK Finance and KPMG UK outlines four key priorities to unlock the full growth potential of the UK private banking and wealth management sector.

Wealth and Asset Management

UK private banking and wealth management

May 20, 2025

Drawing on interviews with Chief Executives and senior leaders from across the PBWM sector and data from PIMFA, UK Finance, and KPMG, the report reflects a broad industry consensus on the sector’s current growth opportunities and challenges.

Wealth and Asset Management

Ex-Private Banker Completes Buyout of OLZ’s Hong Kong Unit

May 20, 2025

The purpose of the buyout is to further expand and strengthen the local business presence with Yong-Haron's dedicated team, enabling increased flexibility and responsiveness to clients’ evolving needs in the region.